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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
451
Welch & Forbes
Massachusetts
$890K – – –
MCWS
452
McKinley Carter Wealth Services
West Virginia
$886K +$970K +29,633 New
WA
453
WESPAC Advisors
California
$879K – – –
MMG
454
Monetary Management Group
Missouri
$869K -$39.3K -1,200 -4%
ANRIA
455
American National Registered Investment Advisor
Texas
$864K – – –
SPC
456
Sigma Planning Corp
Michigan
$853K -$43K -1,314 -4%
PFS
457
Prospera Financial Services
Texas
$838K +$187K +5,716 +26%
RMCM
458
Reynders McVeigh Capital Management
Massachusetts
$838K +$200K +6,108 +28%
AA
459
AQR Arbitrage
Connecticut
$827K – – –
GC
460
Garde Capital
Washington
$819K – – –
NFG
461
Next Financial Group
Texas
$813K -$37.3K -1,141 -4%
DLCIG
462
D.L. Carlson Investment Group
New Hampshire
$802K – – –
PWM
463
Perigon Wealth Management
California
$791K – – –
BW
464
Bison Wealth
Georgia
$781K +$22.2K +678 +3%
PTC
465
Private Trust Company
Ohio
$780K -$89.1K -2,723 -9%
NCM
466
Noesis Capital Mangement
Florida
$778K – – –
IC
467
Intersect Capital
California
$767K +$7.17K +219 +0.9%
WA
468
WBH Advisory
Maryland
$761K -$60.3K -1,842 -7%
CCC
469
Chelsea Counsel Company
California
$760K – – –
ERIM
470
Eagle Ridge Investment Management
Connecticut
$760K +$16.8K +512 +2%
CCM
471
Copeland Capital Management
Pennsylvania
$759K -$2.88K -88 -0.3%
CI
472
CAZ Investments
Texas
$744K +$36K +1,101 +5%
BIM
473
Bridges Investment Management
Nebraska
$743K +$55.4K +1,692 +7%
BRWM
474
B. Riley Wealth Management
Tennessee
$731K +$9.82K +300 +1%
SA
475
Strategic Advisors
New York
$721K +$349K +10,648 +79%
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